Director, Tax

Job Family

Tax

Job Description Summary

Direct the activities of one or more tax functions which have a significant impact on the success of the organization. May have profit and loss responsibility. Provide leadership and direction through senior managers and managers.

Job Description

Responsibilities

• Lead the department to achieve performance standards and support day-to-day operations of the tax function.

• May authorize and/or approve tax returns, tax provisions and communicate with tax auditors.

• Prepare/review written analyses of tax issues and tax positions to enhance the understanding of senior management and make recommendations supported by modeling the financial impact of tax planning opportunities.

• Understand and communicate the tax treatment of complex transactions, processes and insurance products as required (federal, state, and foreign taxes).

• Extensive tax research responsibilities. Lead implementation of projects within tax department and, where appropriate, across departmental/divisional lines.

• Work with internal/external contacts to ensure tax issues are resolved for the success of the company.

• Participate in budget planning and overall expense management.

Qualifications

• Bachelor’s degree in accounting or equivalent work experience

• 12 years of accounting experience in tax, accounting, or equivalent area (10 years with Master’s in Tax or Masters in Accounting with tax focus)

• Management experience

• Broad and in-depth knowledge of tax law and concepts and/or accounting standards and principles to effectively apply to complex business transactions and structures

• Strong leadership and people management skills

• Ability to effectively communicate orally and in writing to diverse audiences

• Organizational and prioritization skills

• Advanced working knowledge of Microsoft Office (Word, Excel), on-line research software (RIA, Westlaw), applicable tax and/or accounting software systems

Preferred Qualifications

• CPA, Masters in Tax or LLM

• Experience in international taxation, partnership taxation or taxation of financial products

Working Conditions

• Hybrid (Tuesday - Thursday)

This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.

What We Offer  

 

For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees. 

 

Compensation Benefits 

• Competitive Pay 

• Bonus for Eligible Employees 

 

Benefits Package 

• Pension Plan 

• 401k Match

• Employee Stock Purchase Plan

• Tuition Reimbursement

• Disability Insurance

• Medical Insurance

• Dental Insurance

• Vision Insurance

• Employee Discounts

• Career Training & Development Opportunities

 

Health and Work/Life Balance Benefits 

• Paid Time Off starting at 160 hours annually for employees in their first year of service.

• Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).

• Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars 

• Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.

• Adoption Assistance

• Employee Assistance Program

• Back-Up Care Program

• PTO for Volunteer Hours

• Employee Matching Gifts Program

• Employee Resource Groups

• Inclusion and Diversity Programs

• Employee Recognition Program

• Referral Bonus Programs

 

Inclusion & Diversity  

  

We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We’re thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women. 

  

To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all. 

   

Giving Back  

  

We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work.     

  

Transamerica’s Parent Company  

 

Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has  grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity.   

* As of December 31, 2023